Guidant Wealth Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Guidant Wealth Advisors’s Portfolio TILT Stock Details TILT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$18K	Hold	150	–	–	0.01%	229
2019 Q2	$18K	Hold	150	–	–	0.01%	230
2019 Q1	$17K	Hold	150	–	–	0.01%	235
2018 Q4	$15K	Hold	150	–	–	0.01%	181
2018 Q3	$17K	Hold	150	–	–	0.01%	127
2018 Q2	$17K	Hold	150	–	–	0.01%	126
2018 Q1	$16K	Hold	150	–	–	0.01%	129
2017 Q4	$17K	Buy	+150	New	+$16.3K	0.01%	126
2017 Q3	–	Sell	-150	Closed	-$15K	–	227
2017 Q2	$15K	Buy	+150	New	+$15.1K	0.01%	181

Other funds holding TILT

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CJA

C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Guidant Wealth Advisors's TILT Position: Q3 2019 in Review

Guidant Wealth Advisors held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q3 2019 at 150 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #229.

Guidant Wealth Advisors first reported a position in TILT in Q2 2017 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold TILT as of Q3 2019.

Guidant Wealth Advisors held 150 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $18K as of Q3 2019.
Guidant Wealth Advisors left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q3 2019.
FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #229 holding.
Guidant Wealth Advisors first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q2 2017 and has held it in 9 quarters since.
53 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.